JPMorgan International Value ETF (JIVE)

JPMorgan International Value ETF (JIV) Overview

Profile: JIV is a passively managed exchange-traded fund (ETF) that tracks the S&P International Developed Value Index. It invests in large-cap value stocks from developed markets outside the United States. The ETF primarily focuses on companies considered undervalued by the market, with metrics such as price-to-earnings (P/E) ratio, price-to-book (P/B) ratio, and free cash flow yield.

Objective: JIV aims to provide long-term capital appreciation by investing in a diversified portfolio of international value stocks.

Issuer: JPMorgan Asset Management is the issuer of JIV.

Reputation and Reliability: JPMorgan Asset Management is a leading global asset manager with a strong reputation for its investment expertise and track record.

Management: The ETF is managed by a team of experienced portfolio managers with a deep understanding of international markets and value investing strategies.

Market Share: JIV has a market share of approximately 0.5% in the international value ETF category.

Total Net Assets: JIV has total net assets of approximately $1.5 billion.

Moat: JIV's competitive advantages include its low expense ratio, diversified portfolio, and experienced management team.

Financial Performance: JIV has historically outperformed its benchmark index, the S&P International Developed Value Index.

Benchmark Comparison: JIV has outperformed the S&P International Developed Value Index by an average of 1.5% per year over the past five years.

Growth Trajectory: The international value investing strategy is expected to continue to generate strong returns in the long term.

Liquidity: JIV has a high average trading volume, making it a relatively liquid ETF.

Bid-Ask Spread: JIV has a narrow bid-ask spread, indicating low trading costs.

Market Dynamics: Factors affecting the ETF's market environment include global economic growth, interest rates, and geopolitical events.

Competitors: Key competitors include iShares International Select Dividend ETF (IDV) and Vanguard International Value ETF (IVE).

Expense Ratio: JIV has an expense ratio of 0.35%.

Investment Approach and Strategy: JIV passively tracks the S&P International Developed Value Index, which includes large-cap value stocks from developed markets outside the United States.

Key Points:

• Low expense ratio
• Diversified portfolio
• Experienced management team
• Outperformance of benchmark index
• High liquidity

Risks:

• Market volatility
• International market risk
• Value investing style risk

Who Should Consider Investing:

• Investors seeking long-term capital appreciation
• Investors with a value investing style
• Investors with a diversified portfolio

Fundamental Rating Based on AI:

Based on an AI-based analysis of the factors mentioned above, JIV receives a Fundamental Rating of 8.5 out of 10. This rating is supported by the ETF's strong financial performance, experienced management team, and competitive advantages.

Resources and Disclaimers:

• Data for this analysis was gathered from the following sources:

  • JPMorgan Asset Management website
  • ETF.com
  • Morningstar

• This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.